曼格納國際股票討論區

UBS Upgrades Exxon Mobil to Buy, Raises Price Target to $144
UBS analyst Jon Rigby upgrades $埃克森美孚(XOM.US)$ from Neutral to Buy and raises the price target from $125 to $144.
RBC Capital Downgrades Rivian Automotive to Sector Perform, Lowers Price Target to $14
RBC Capital analyst Tom Narayan downgrades $Rivian Automotive(RIVN.US)$ from Outperform to Sector Perform and lowers the price target from $28 to $14.
RBC Capital Downgrade...

$曼格納國際(MGA.US)$是1992年上市的加拿大公司，2002年至今股價從63.2美元下滑到50.2美元，考慮到期間有一次1拆2，年化回報率2.3%，不怎麼樣。
公司主營業務是車的各個部件，市場非常國際化，前六大市場美、奧地利、加、德、墨、中一共佔據8.5成市場。
5年來毛利率基本在14%左右，淨資產收益率從21%下滑到了13%，沒有太大吸引力。
5年來營收波動中萎縮，營業利潤和淨利潤下滑更嚴重，2021年均有較大反彈，營收增加11%，營業利潤增加29%，淨利潤增加130%。
但是暴漲通常不持續，2022前兩季度營收下滑1.1%，營業利潤下滑33.7%，淨利潤下滑80%。
利潤表顯示2021年利息費用佔營業利潤的4.1%，負擔不高。
2020年其它費用達到4億，2021年其它收入達到1.1億，主要是2020年有2.7億的重組費用，和3.5億的勾銷，這麼看來2021年的利潤增速水分不少。
資產負債率5年來從53.8%增長到58.4%，長期借款34.08億，佔淨資產113.44億的30%，槓桿率比較健康。
5年來經營淨額持續超過投資淨額，股東盈餘較多。
目前市盈率...

Upgrades
• $阿卡迪亞(ACAD.US)$: Canaccord Genuity Upgrades to Buy from Hold - PT $31 (from $30)
• $美國豪斯特酒店(HST.US)$: Raymond James Upgrades to Outperform from Market Perform - PT $21
• $曼格納國際(MGA.US)$: Raymond James Upgrades to Market Perform from Underperform - PT $68
• $美光科技(MU.US)$: Bernstein Upgrades to Outperform from Market Perform - PT $94 (from $58)
• $Ultragenyx Pharmaceutical(RARE.US)$: Credit Sui...

Sony: At the past two Consumers Electronics Shows, $索尼(SONY.US)$ has hinted at getting into the electric vehicle space, even showing off a prototype last year.
During CES 2022 on Tuesday, Sony unveiled a prototype electric SUV called the Vision-S 02. The vehicle is the second prototype from the company, following the Vision-S 01 electric car that was unveiled in 2020.
A new electric ve...

Sony Corp: One of the largest companies still attending the 2022 CES in person is $索尼(SONY.US)$ . The company has been known to show off its latest in technology for smart TVs, smart homes and other features at the annual event. Sony has taken the last two years to mention it was working on its own electric vehicle with partners like $英偉達(NVDA.US)$ and $曼格納國際(MGA.US)$ . Could 2022 be th...

$蘋果(AAPL.US)$ is back front and center of the talk in the electric vehicle sector with Bloomberg reporting the tech giant is targeting a launch of a self-driving car in four years. Apple's progress in developing a chip made up primarily of neural processors that can handle the artificial intelligence needed for autonomous driving is the driving force in pushing the Apple Car project ahead again. Previous reports indicated that $台積電(TSM.US)$ would likely make the autonomous chip for Apple. The company has also held discussions on battery options with Contemporary Amperex Technology Co and $BYD Co.(BYDDF.US)$.
The general consensus on the initiative is that Apple will seek out a manufacturing partner. But who? Wedbush Securities thinks Apple is very likely to announce a strategic partnership next year that lays out the groundwork needed to enter the autonomous vehicle space. In his update, analyst Dan Ives mentions H$HYUNDAI MOTOR CO GDR EACH REP 1/2 PFD N/VTG(REG'S')(CIT)(HYMTF.US)$, $特斯拉(TSLA.US)$, $通用汽車(GM.US)$, $福特汽車(F.US)$ and $VOLKSWAGEN AG(VLKAF.US)$ as potential partners, while noting a partnership in China could include $小鵬汽車(XPEV.US)$ or $蔚來(NIO.US)$. Other companies being bandied around Wall Street as potential AAPL partners include $曼格納國際(MGA.US)$, $Stellantis NV(STLA.US)$ and Foxconn.
The Apple autonomous car news sent shares of many auto stocks a bit lower after they were already in negative territory. Notable decliners include $Lucid Group(LCID.US)$, $Rivian Automotive(RIVN.US)$, $Mullen Automotive(MULN.US)$, $Canoo(GOEV.US)$, $AYRO Inc(AYRO.US)$, $Electrameccanica Vehicles(SOLO.US)$, $Fisker(FSR.US)$, $GreenPower Motor(GP.US)$, $Workhorse(WKHS.US)$, $Nikola(NKLA.US)$, $Arrival(ARVL.US)$, $Faraday Future Intelligent Electric Inc.(FFIE.US)$ and $Proterra(PTRA.US)$.

$英偉達(NVDA.US)$ stock has climbed more than 125% this year. While it’s not the only driver for the stock, its role in the lidar industry has played a key part in its continued success. Thankfully, for those interested in lidar stocks, a recent move by Nvidia shows that things are starting to heat up again for the industry.
With this latest announcement, Nvidia now has six lidar sensor vendors — including Baraja, Hesai Technology, Innoviz ( $Innoviz Technologies(INVZ.US)$ ), Magna ( $曼格納國際(MGA.US)$ ) and Ouster ( $Ouster(OUST.US)$ ) — all developing lidar sensors to run on the Drive platform. Microvision’s ( $維視圖像(MVIS.US)$ ) A-Sample lidar is also rumored to have an Nvidia chip inside — although there has been no confirmation by either company.

$沃爾瑪(WMT.US)$$曼格納國際(MGA.US)$ On Wednesday, US President Biden ordered ports on the west coast of the United States to operate 24 hours a day, seven days a week. But MGA Entertainment, the world’s largest private toy company and headquartered in Los Angeles on the west coast, is not satisfied